Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,203 | $81,233-12.3% | $155,567-54.2% | $80,874-12.0% |
| Participation rate | 4.0% | 66.2%-62.2pp | 78.2%-74.2pp | 67.6%-63.6pp |
| Annual return | 8.22% | 33.33%-25.1pp | 64.74%-56.5pp | 35.62%-27.4pp |
| Employer contribution / active EE | $1,078 | $3,101-65.2% | $4,674-76.9% | $2,756-60.9% |
| Participant deferral / active EE | $2,429 | $3,452-29.6% | $5,628-56.8% | $4,297-43.5% |
| Admin fee / account holder | $14,125 | $7,998+76.6% | $15,916-11.3% | $6,935+103.7% |